The Call Status Workflow Trigger can trigger workflows when a call status is detected. This article will outline how to set up a workflow using the Call Status Workflow Trigger.
Follow these steps to set up the Call Status trigger for your workflows:
Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
- Click “Add New Workflow Trigger”
- Select Call Status in the Events section of the Workflow Triggers Menu or use the search feature.
- This workflow will be triggered in its base form whenever a call status is assigned for any contacts. This is likely too broad of an application, so the Call Status Workflow Trigger has additional filters to specify which call statuses and contacts can trigger this particular workflow.
- Under Workflow Trigger Name, you can change the display name of this trigger within the workflow.
- Under Filters, there are many options for filtering out which call status situations can trigger this workflow.
- Call Direction allows you to delineate between Incoming and Outgoing calls
- Call Status will enable you to specify which call status(es) can trigger this workflow
- In workflow will enable you to make it so that only calls within a separate workflow can trigger this workflow.
- Number Pool and Phone Number allow you to select predefined sets of numbers or contact numbers (respectively) to trigger this workflow.
- Press the Save trigger in the bottom right corner of the Trigger setup menu.
Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each Workflow Action. Feel free to review our articles for more information on setting these up.
Pro Tip: You can use any Workflow Actions triggered by the Call Status Workflow Trigger or leave this workflow without any actions.
Step 4: Press Save in the top right corner of your browser to save the workflow
- If your workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
- Be sure to test your workflow and set it up correctly using the Test Workflow button next to the Publish toggle switch.
- For an in-depth overview of Workflow Testing, see our article, “Using the Testing Features in Workflows.”
Your workflow is ready to go with the Call Status Workflow Trigger.